Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,095 | $106,749+75.3% | $145,433+28.6% | $82,448+126.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.74% | 27.59%-8.9pp | 66.58%-47.8pp | 41.64%-22.9pp |
| Employer contribution / active EE | $3,856 | $3,444+12.0% | $4,554-15.3% | $2,551+51.2% |
| Participant deferral / active EE | $11,503 | $6,519+76.5% | $7,897+45.7% | $4,139+177.9% |
| Admin fee / account holder | $13,823 | $8,390+64.8% | $13,129+5.3% | $7,234+91.1% |